FR Regulatory | 29 September 2025 19:26


2CRSi SA: First Order under the “$610m” Contract: $290 million for California

2CRSi SA
2CRSi SA: First Order under the “$610m” Contract: $290 million for California

29-Sep-2025 / 19:26 CET/CEST
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The issuer is solely responsible for the content of this announcement.


Press Release


First Order under the “$610m” Contract:

$290 million for California

San Jose, California (USA), September 29, 2025 – 2CRSi (ISIN: FR0013341781), a designer and manufacturer of high-performance, energy-efficient servers, announces the first order $290 million (list price) under its $610 million master contract signed in January 2024.

Delivery is scheduled for spring 2026 at a site near Sacramento, California. Powered by a biomass plant providing decarbonized electricity, this AI Factory is designed to scale to up to 40 MW of AI capacity by late 2027.

A complete, at-scale AI solution

As part of this initial phase, 2CRSi will deliver an integrated solution comprising:

  • 2,304 NVIDIA Blackwell Ultra GPUs;
  • NVIDIA Quantum-2 InfiniBand X800 interconnect, delivering up to 800 Gb/s per GPU (and up to 6.4 Tb/s aggregated per server) for optimal AI performance;
  • NVIDIA BlueField®-3 DPUs enabling cloud-grade networking, composable storage, zero-trust security, and elastic GPU scaling for hyperscale AI clouds;
  • a high-performance distributed storage solution (WEKA);
  • a high-efficiency liquid-cooling system;
  • and advisory, design, R&D and AI services provided by 2CRSi.

The total value of this first order is approximately $290 million (list price). This milestone confirms the client’s confidence in 2CRSi’s technology and marks tangible progress in executing the $610m master contract.

2CRSi Cloud Solutions: a key partner in AI Factory design

In parallel with equipment supply, 2CRSi Cloud Solutions – the services division launched in March 2025 – plays an active role in the design and rollout of the California data center. Leveraging expertise in modular cloud infrastructures, advanced liquid cooling, and high-density architectures, 2CRSi Cloud Solutions is central to energy optimization and integration of cutting-edge technologies to deliver a sustainable, high-performance facility.

Alain Wilmouth, co-founder and CEO of 2CRSi , said:

“This order illustrates the transformation of the data center industry: combining decarbonized energy with high-intensity AI compute. With our Godì servers, NVIDIA Blackwell Ultra GPUs, and the involvement of 2CRSi Cloud Solutions in the site’s design, we are helping shape a new generation of sustainable and competitive data centers.”

Next event

2CRSi will publish its FY2024/2025 annual results on October 30, 2025.

About 2CRSi

Founded in 2005 in Strasbourg, France, 2CRSi designs, develops, and manufactures high-performance computing servers and innovative solutions for Artificial Intelligence, high-performance computing (HPC), and data storage. Committed to a responsible and sustainable approach, the Group operates across multiple continents and delivers highly energy-efficient technological solutions for the Tech, Industry, Gaming, Scientific Research, and Data Center markets. 2CRSi has been listed on the regulated market of Euronext Paris since June 2018 (ISIN code: FR0013341781) and transferred to Euronext Growth in November 2022.

More information: 2crsi.com

Contacts 2CRSi

2CRSi

Jean-Philippe LLOBERA

Director France

investors@2crsi.com

03 68 41 10 70

Seitosei.Actifin

Foucauld Charavay

Financial Communication

foucauld.charavay@seitosei-actifin.com Foucauld.charavay@seitosei-actifin.com

06 70 83 79 15

Seitosei.Actifin

Michael Scholze

Financial Press Relations michael.scholze@seitosei-actifin.com

06 85 86 17 35


Regulatory filing PDF file

File: 2CRSi announces a $290 million contract in California


Language: English
Company: 2CRSi SA
32, rue Jacobi-Netter
67200 Strasbourg
France
Phone: +33 3 68 41 10 70
E-mail: investors@2crsi.com
Internet: www.2crsi.com
ISIN: FR0013341781
Euronext Ticker: AL2SI
AMF Category: Inside information / Issuer activities (acquisitions, sales…)
EQS News ID: 2205500
End of Announcement EQS News Service

2205500  29-Sep-2025 CET/CEST